Today’s Public Software Valuation and Financial Performance: The SEG Software Index – Business Intelligence Product Category

SEG’s Monthly Flash Reports track the financial performance and valuations of approximately 300 software companies, categorized in nearly 30 product categories across the on-premise software, SaaS and Internet sectors.  This post highlights the performance of the SEG Software Index – Business Intelligence product category as shown in the SEG July Monthly Flash Report.  To view the performance of dozens of other product categories, download the latest complimentary Monthly Flash Report here: http://www.softwareequity.com/research_flash_reports.aspx

In the month of June, the Business Intelligence product category achieved a median EV/Revenue multiple of 4.0x, TTM Revenue Growth of 10.0%, and EBITDA Margin of 15.2%.  Notable companies outperforming their respective category include:

  • Splunk with a 16.1x EV/Revenue multiple
  • Varonis Systems with a 34.5% revenue growth
  • Verisk with a 46.1% EBITDA margin

Monthly Report:  SEG Software Index – Business Intelligence, Billing Business Intelligence, Public, Valuations, Financial Performance, Fair Isaac, Informatica, MicroStrategy, Pegasystems, Progress Software, PROS Holdings, Qlik Technologies, Software AG, Splunk, Teradata, Varonis Systems, Verisk

Today’s Public Software Valuation and Financial Performance: The SEG Internet Index – Search Product Category

SEG’s Monthly Flash Reports track the financial performance and valuations of approximately 300 software companies, categorized in nearly 30 product categories across the on-premise software, SaaS and Internet sectors.  This post highlights the performance of the SEG Internet Index – Search product category as shown in the SEG June Monthly Flash Report.  To view the performance of dozens of other product categories, download the latest complimentary Monthly Flash Report here: http://www.softwareequity.com/research_flash_reports.aspx

In the month of May, the Search product category achieved a median EV/Revenue multiple of 5.5x, TTM Revenue Growth of 20.1%, and EBITDA Margin of 32.1%.  Notable companies outperforming their respective category include:

  • com with a 7.7x EV/Revenue multiple
  • Yandex with a 23.2% revenue growth
  • Google with a 32.3% EBITDA margin

Monthly Report:  SEG Internet Index – Search, Search, Public, Valuations, Financial Performance, Baidu.com, Google, InterActiveCorp, Yandex

Today’s Public Software Valuation and Financial Performance: The SEG Internet Index – Infrastructure Product Category

SEG’s Monthly Flash Reports track the financial performance and valuations of approximately 300 software companies, categorized in nearly 30 product categories across the on-premise software, SaaS and Internet sectors.  This post highlights the performance of the SEG Internet Index – Infrastructure product category as shown in the SEG June Monthly Flash Report.  To view the performance of dozens of other product categories, download the latest complimentary Monthly Flash Report here: http://www.softwareequity.com/research_flash_reports.aspx

In the month of May, the Infrastructure product category achieved a median EV/Revenue multiple of 1.8x, TTM Revenue Growth of 4.9%, and EBITDA Margin of 5.8%.  Notable companies outperforming their respective category include:

  • VeriSign with a 7.2x EV/Revenue multiple
  • Mitel Networks with a 75.1% revenue growth
  • Rovi with a 33.0% EBITDA marginMonthly Report:  SEG Internet Index – Infrastructure, Infrastructure, Public, Valuations, Financial Performance, 8x8, Akamai Technologies, Brightcove, BroadSoft, Envivio, GoDaddy, Harmonic, Interactive Intelligence, Limelight Networks, Mitel Networks, Polycom, Rovi, SeaChange International, ShoreTel, Sonus Networks, Synacor, Tucows, VeriSign

Today’s Public Software Valuation and Financial Performance: The SEG Internet Index – Content & Media Product Category

SEG’s Monthly Flash Reports track the financial performance and valuations of approximately 300 software companies, categorized in nearly 30 product categories across the on-premise software, SaaS and Internet sectors.  This post highlights the performance of the SEG Internet Index – Content & Media product category as shown in the SEG June Monthly Flash Report.  To view the performance of dozens of other product categories, download the latest complimentary Monthly Flash Report here: http://www.softwareequity.com/research_flash_reports.aspx

In the month of May, the Content & Media product category achieved a median EV/Revenue multiple of 2.4x, TTM Revenue Growth of 10.0%, and EBITDA Margin of 12.7%.  Notable companies outperforming their respective category include:

  • Yahoo! with a 7.7x EV/Revenue multiple
  • Youku with a 37.9% revenue growth
  • WebMD Health with a 20.4% EBITDA margin

Monthly Report:  SEG Internet Index – Content & Media, Content & Media, Public, Valuations, Financial Performance, AOL, DemandMedia, InterActiveCorp, Netflix, Pandora, Shutterstock, SINA, TheStreet.com, WebMD Health, XO Group, Xunlei, Yahoo!, Youku

Today’s Public Software Valuation and Financial Performance: The SEG Internet Index – Commerce Product Category

SEG’s Monthly Flash Reports track the financial performance and valuations of approximately 300 software companies, categorized in nearly 30 product categories across the on-premise software, SaaS and Internet sectors.  This post highlights the performance of the SEG Internet Index – Commerce product category as shown in the SEG June Monthly Flash Report.  To view the performance of dozens of other product categories, download the latest complimentary Monthly Flash Report here: http://www.softwareequity.com/research_flash_reports.aspx

In the month of May, the Commerce product category achieved a median EV/Revenue multiple of 1.8x, TTM Revenue Growth of 17.5%, and EBITDA Margin of 5.3 %.  Notable companies outperforming their respective category include:

  • com with a 27.1x EV/Revenue multiple
  • Bitauto Holdings with a 80.7% revenue growth
  • MercadoLibre with a 33.3% EBITDA margin

Monthly Report:  SEG Internet Index – Commerce, Commerce, Public, Valuations, Financial Performance, 1-800-FLOWERS.COM, 58.com, Alibaba, Amazon.com, Baozun, Bitauto Holdings, BlueNIle, Borderfree, Chegg, DangDang, eBay, GeekNet, Groupon, Liquidity Services, Mecox Lane, Mercadolibre, MOL Global, Overstock.com, PetMed Express, Stamps.com, Wowo Limited

Today’s Public Software Valuation and Financial Performance: The SEG Internet Index – Ad Tech Product Category

SEG’s Monthly Flash Reports track the financial performance and valuations of approximately 300 software companies, categorized in nearly 30 product categories across the on-premise software, SaaS and Internet sectors.  This post highlights the performance of the SEG Internet Index – Ad Tech product category as shown in the SEG June Monthly Flash Report.  To view the performance of dozens of other product categories, download the latest complimentary Monthly Flash Report here: http://www.softwareequity.com/research_flash_reports.aspx

In the month of May, the Ad Tech product category achieved a median EV/Revenue multiple of 1.7x, TTM Revenue Growth of 20.9%, and EBITDA Margin of 6.7%.  Notable companies outperforming their respective category include:

  • Yahoo! with a 7.7x EV/Revenue multiple
  • TubeMogul with a 75.9% revenue growth
  • Yandex with a 36.4% EBITDA margin

Monthly Report:  SEG Internet Index – Ad Tech, Ad Tech, Public, Valuations, Financial Performance, AOL, Badu.com, Criteo SA, Google, Marchex, MaxPoint Interactive, ReachLocal, Rocket Fuel, The Rubicon Project, Sohu.com, Tremor, TubeMogul, Yahoo!, Yandex, YuMe

Today’s Public Software Valuation and Financial Performance: The SEG SaaS Index – Other Public SaaS Companies Product Category

SEG’s Monthly Flash Reports track the financial performance and valuations of approximately 300 software companies, categorized in nearly 30 product categories across the on-premise software, SaaS and Internet sectors.  This post highlights the performance of the SEG SEG SaaS Index – Other Public SaaS Companies product category as shown in the SEG June Monthly Flash Report.  To view the performance of dozens of other product categories, download the latest complimentary Monthly Flash Report here: http://www.softwareequity.com/research_flash_reports.aspx

In the month of May, the Other Public SaaS Companies product category achieved a median EV/Revenue multiple of 4.7x, TTM Revenue Growth of 28.6%, and EBITDA Margin of -13.1%.  Notable companies outperforming their respective category include:

  • Shopify with a 16.9x EV/Revenue multiple
  • FireEye with a 130.3% revenue growth
  • J2 Global with a 40.9% EBITDA margin

Monthly Report: SEG SaaS Index – Other, Other, Public, Valuations, Financial Performance, Box, ChannelAdvisors, Covisint, Demandware, FireEye, HortonWorks, in Contact, IntraLinks Holdings, J2 Global, Jive OSftware, New Relic, Liquid Holdings Group, Qualys, RingCentral, Rally Software Development, Service-now.com, Shopify, Tableau Software, Tangoe, TrueCar, Upland Software, Workiva, Yodlee, Zix